AF
IHAK icon

Allworth Financial’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Allworth Financial’s Portfolio IHAK Stock Details IHAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$34K Sell
561
-58
-9% -$3K ﹤0.01% 2796
2026
Q1 		$27K Sell
619
-336
-35% -$15.4K ﹤0.01% 2777
2025
Q4 		$46K Sell
955
-71
-7% -$3.59K ﹤0.01% 2252
2025
Q3 		$53.7K Hold
1,026
– – ﹤0.01% 2049
2025
Q2 		$54.6K Sell
1,026
-232
-18% -$11.5K ﹤0.01% 1895
2025
Q1 		$60.5K Buy
1,258
+59
+5% +$2.93K ﹤0.01% 1464
2024
Q4 		$61K Buy
1,199
+951
+383% +$47.4K ﹤0.01% 1481
2024
Q3 		$12.1K Hold
248
– – ﹤0.01% 2184
2024
Q2 		$11.4K Hold
248
– – ﹤0.01% 2172
2024
Q1 		$11.6K Sell
248
-250
-50% -$11.7K ﹤0.01% 2044
2023
Q4 		$22.6K Hold
498
– – ﹤0.01% 1580
2023
Q3 		$19.2K Hold
498
– – ﹤0.01% 1546
2023
Q2 		$18.8K Hold
498
– – ﹤0.01% 1582
2023
Q1 		$18.1K Hold
498
– – ﹤0.01% 1515
2022
Q4 		$16.4K Buy
498
+250
+101% +$8.53K ﹤0.01% 1468
2022
Q3 		$8K Hold
248
– – ﹤0.01% 1745
2022
Q2 		$9K Hold
248
– – ﹤0.01% 1604
2022
Q1 		$11K Hold
248
– – ﹤0.01% 1466
2021
Q4 		$11K Hold
248
– – ﹤0.01% 1353
2021
Q3 		$11K Buy
+248
New +$11K ﹤0.01% 1283

Other funds holding IHAK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return
NCM
Nelson Capital Management Menlo Park, California $912M AUM 24.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Allworth Financial's IHAK Position: Q2 2026 in Review

Allworth Financial reduced its iShares Cybersecurity and Tech ETF (IHAK) stake by 9.4% in Q2 2026, selling an estimated $3K and leaving 561 shares worth $34K. The position accounts for ﹤0.01% of the portfolio, ranked #2796.

Allworth Financial first reported a position in IHAK in Q3 2021 and has held it in 20 quarters since. The position peaked at $61K in Q4 2024. 177 funds tracked by Wall St. Rank hold IHAK as of Q2 2026.

  • Allworth Financial held 561 shares of iShares Cybersecurity and Tech ETF worth $34K as of Q2 2026.
  • Allworth Financial sold 58 iShares Cybersecurity and Tech ETF shares in Q2 2026, an estimated $3K.
  • iShares Cybersecurity and Tech ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2796 holding.
  • Allworth Financial first reported a position in iShares Cybersecurity and Tech ETF in Q3 2021 and has held it in 20 quarters since.
  • Allworth Financial's iShares Cybersecurity and Tech ETF position peaked at $61K in Q4 2024.
  • 177 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.